Gibson Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Gibson Wealth Advisors’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$262K	Buy	5,040 +4,960	+6,200%	+$258K	0.01%	93
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	95
2022 Q2	$4K	Hold	80	–	–	﹤0.01%	92
2022 Q1	$5K	Hold	80	–	–	0.01%	99
2021 Q4	$6K	Buy	+80	New	+$5.58K	0.01%	86

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gibson Wealth Advisors's SPYG Position: Q4 2022 in Review

Gibson Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6,200% in Q4 2022, buying an estimated $258K and bringing the position to 5,040 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #93.

Gibson Wealth Advisors first reported a position in SPYG in Q4 2021 and has held it in 5 quarters since. 756 funds tracked by Wall St. Rank hold SPYG as of Q4 2022.

Gibson Wealth Advisors held 5,040 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $262K as of Q4 2022.
Gibson Wealth Advisors bought 4,960 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2022, an estimated $258K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Gibson Wealth Advisors's portfolio in Q4 2022, its #93 holding.
Gibson Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 5 quarters since.
756 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.